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Mountain Capital Investment Advisors’s Home Depot HD Stock Holding History

Mountain Capital Investment Advisors’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,971
Closed -$487K – 107
2020
Q2 		$487K Buy
1,971
+15
+0.8% +$3.43K 0.22% 31
2020
Q1 		$394K Buy
1,956
+449
+30% +$98.6K 0.2% 28
2019
Q4 		$334K Sell
1,507
-58
-4% -$13.1K 0.15% 31
2019
Q3 		$363K Sell
1,565
-837
-35% -$183K 0.32% 32
2019
Q2 		$500K Buy
2,402
+92
+4% +$18.4K 0.47% 23
2019
Q1 		$443K Buy
2,310
+901
+64% +$165K 0.48% 20
2018
Q4 		$242K Buy
1,409
+80
+6% +$14.3K 0.34% 26
2018
Q3 		$275K Buy
1,329
+20
+2% +$4.03K 0.27% 29
2018
Q2 		$255K Buy
+1,309
New +$245K 0.25% 34
2018
Q1 		– Sell
-1,081
Closed -$205K – 37
2017
Q4 		$205K Sell
1,081
-110
-9% -$19K 0.2% 33
2017
Q3 		$195K Buy
1,191
+995
+508% +$153K 0.17% 33
2017
Q2 		$30K Buy
+196
New +$30.1K 0.03% 169

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mountain Capital Investment Advisors's HD Position: Q3 2020 in Review

Mountain Capital Investment Advisors sold out of Home Depot (HD) in Q3 2020, closing a stake of 1,971 shares — an estimated $487K sold.

Mountain Capital Investment Advisors first reported a position in HD in Q2 2017 and held it in 12 quarters. The position peaked at $500K in Q2 2019. 2,671 funds tracked by Wall St. Rank hold HD as of Q3 2020.

  • Mountain Capital Investment Advisors reported no remaining Home Depot position as of Q3 2020 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,971 Home Depot shares in Q3 2020, an estimated $487K.
  • Mountain Capital Investment Advisors first reported a position in Home Depot in Q2 2017 and held it in 12 quarters.
  • Mountain Capital Investment Advisors's Home Depot position peaked at $500K in Q2 2019.
  • 2,671 funds tracked by Wall St. Rank held Home Depot as of Q3 2020.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.